Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$1.64B
3 +$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1 +$2.92B
2 +$2.36B
3 +$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BOUT icon
7476
Innovator IBD Breakout Opportunities ETF
BOUT
$11.1M
$79 ﹤0.01%
2
ISHP icon
7477
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5.82M
$79 ﹤0.01%
1
SDOT icon
7478
Sadot Group
SDOT
$3.5M
$79 ﹤0.01%
6
OSRH
7479
OSR Holdings Inc
OSRH
$21M
$79 ﹤0.01%
57
+2
KWT icon
7480
iShares MSCI Kuwait ETF
KWT
$85M
$77 ﹤0.01%
2
+1
UDIV icon
7481
Franklin US Core Dividend Tilt Index ETF
UDIV
$105M
$77 ﹤0.01%
1
HCHL
7482
Happy City Holdings
HCHL
$65.3M
$77 ﹤0.01%
+15
MRGR icon
7483
ProShares Merger ETF
MRGR
$12.6M
$77 ﹤0.01%
1
BITS icon
7484
Global X Blockchain & Bitcoin Strategy ETF
BITS
$35.9M
$75 ﹤0.01%
1
EEMX icon
7485
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$86.5M
$75 ﹤0.01%
2
SES.WS icon
7486
SES AI Corp Warrants
SES.WS
$91.2M
$75 ﹤0.01%
697
-33
TINY icon
7487
ProShares Nanotechnology ETF
TINY
$5.09M
$75 ﹤0.01%
+1
LFGY
7488
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
LFGY
$178M
$75 ﹤0.01%
+1
DIVD icon
7489
Altrius Global Dividend ETF
DIVD
$12.8M
$75 ﹤0.01%
2
-1
TAP.A icon
7490
Molson Coors Class A
TAP.A
$8.99B
$74 ﹤0.01%
1
SPCB icon
7491
SuperCom
SPCB
$40.3M
$73 ﹤0.01%
7
STXK icon
7492
EA Series Trust Strive Small-Cap ETF
STXK
$65.2M
$73 ﹤0.01%
2
+1
ABLG
7493
Abacus FCF International Leaders ETF
ABLG
$30.4M
$73 ﹤0.01%
2
CSHI icon
7494
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$724M
$72 ﹤0.01%
1
UIVM icon
7495
VictoryShares International Value Momentum ETF
UIVM
$279M
$72 ﹤0.01%
+1
XCCC icon
7496
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$234M
$72 ﹤0.01%
1
BRLN icon
7497
BlackRock Floating Rate Loan ETF
BRLN
$59.4M
$71 ﹤0.01%
+1
NDIV icon
7498
Amplify Natural Resources Dividend Income ETF
NDIV
$10.1M
$71 ﹤0.01%
+2
XB icon
7499
BondBloxx B-Rated USD High Yield Corporate Bond ETF
XB
$35.6M
$71 ﹤0.01%
+1
OCIO icon
7500
ClearShares OCIO ETF
OCIO
$166M
$69 ﹤0.01%
1